Process & visualize Dynamics 365 marketing data

When Marketing emails and journeys are active, you start seeing the analytics in Dynamics 365 for Marketing, like the below
The analytics are not stored in Dataverse they're stored in the marketing insights service database, thus if you are willing to process your data or visualize it you need to export it.
There is a connector from Microsoft that syncs Marketing data to Azure blob storage, you can do something like the below PowerBI report
In the above example, the report has a filtering feature to show analytics based on domains, companies and products to see which companies are interested in what product.
Imagine building a canvas app, where you display a contact, profile pic and his/her marketing data interactions!
In order to sync data with Azure blog storage follow the below steps,
- From the Azure portal, create an azure storage account
- From containers, create a new container
- Click "Shared access tokens"
- Set the token settings, most important to have access to read and list permissions
- Click generate and then copy the "blob SAS URL"
- Go to Dynamics 365 for Marketing app
- From settings click on the Analytics configuration
- Create a new record and set the copied SAS Url generated to "Export to blob storage URL" column
- You will see the record created and configured
- Data will start to be synced to the container you created and you will be able to see tables like the below
Enjoy!
Published on:
Learn moreRelated posts
Enhancing Knowledge Retrieval with Microsoft Copilot Agents in Dynamics CRM and SharePoint
Studies show that 70% of employees spend unnecessary time searching for information across multiple systems, leading to productivity losses an...
{How to} become MCT Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement step by step instructions
Hello Everyone,Today i am going to share guidelines on becoming Microsoft Certified Trainer on Microsoft Dynamics 365 Customer Engagement or P...
Default Value vs. Current Value in Dynamics 365 CE: Key Differences
In Dynamics 365 CE (Customer Engagement), environment variables are used to manage configuration settings for solutions. When dealing with env...
How to Write and Understand a Dynamics CRM Plugin
Here’s a sample plugin code in Dynamics CRM written in C#, along with a detailed explanation of each line. This plugin will update the "...
Dynamics 365 CE Solution Import Failed in Azure DevOps Pipelines
Got the below error while importing Dynamics CRM Solution via Azure DevOps Pipeline. 2024-12-18T23:14:20.4630775Z ]2024-12-18T23:14:20.74...
Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse
In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM), providing a structured way to manage, package, and...
Effective Strategies for Debugging Plugins in Dynamics CRM
In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin ...
Is Microsoft Dynamics CRM Affordable for Small Nonprofits?
Satish Reddy By Satish Reddy | Reading time 6 mins When considering a CRM solution, affordability is often a primary concern for small no...
How Microsoft Dynamics CRM Services Helps a Startup Nonprofit
Satish Reddy By Satish Reddy | Reading time 6 mins For startup nonprofits, the right Customer Relationship Management (CRM) system can be...
Easy Plugin Registration Tool Installation for Dynamics 365 CE Developers
Hi Folks, Are you a Power Platform or Dynamics 365 CE Developer, you would definitely need to work on Plugin Registration tool at any given po...